Yashraj Verma
Raipur
Summary
Equity Research Analyst with extensive experience at Trikaya Wealth Advisors, specializing in financial modeling and investment research. Expertise in developing comprehensive reports and leveraging data visualization to inform strategic decisions. Achievements include improving client outcomes through innovative Excel solutions and delivering timely market analysis.
Overview
9
9
years of professional experience
Work History
Equity Research Analyst
| Trikaya Wealth Advisors
Raipur
06.2024 - Current
- Published equity research notes and updated investment theses by tracking catalysts, KPIs, and regulatory changes.
- Created Excel screeners and dashboards to automate data updates, reducing manual work and errors.
- Conducted financial modeling and analysis of market statements, including unlisted shares and SME IPOs, to support recommendations.
Faculty
| Jigyasa Classes
01.2017 - 03.2025
- Taught accounts and tax subjects for classes 11–12, B.Com, BBA, and MBA programs.
Conducted advanced Excel and productivity training for over 300 offline students. - Provided individualized support to students struggling with coursework concepts.
- Developed engaging lesson plans for commerce curriculum.
Research Analyst, Remote Internship
| RatnaTraya Capital
Bangalore
07.2023 - 12.2023
- Analyzed financial data to support investment decision-making processes.
- Utilized financial modeling tools to project investment performance and risks.
- Supported senior analysts with data collection for comprehensive market analysis reports.
Accounts Faculty
| ICA Edu Skills
01.2019 - 12.2020
- Facilitated accounting curriculum and practical labs; enhanced learner outcomes and job readiness.
CA Articleship
| Ravi Jain & Associates
Raipur
- Assisted with accounting, tax, and compliance initiatives, and documentation processes.
Education
CFA Level I -
CFA Institute
08-2025
Bachelor of Commerce -
Pt. Ravishankar Shukla University
Raipur12.2018
CA-CPT Cleared -
12.2018
Skills
- Data visualization
- Financial modeling
- Investment research
- Report writing
- Excel proficiency
- Equity valuation
- Critical thinking
- MS office
- Data management
- Teamwork and collaboration
Timeline
Equity Research Analyst
| Trikaya Wealth Advisors
06.2024 - Current
Research Analyst, Remote Internship
| RatnaTraya Capital
07.2023 - 12.2023
Accounts Faculty
| ICA Edu Skills
01.2019 - 12.2020
Faculty
| Jigyasa Classes
01.2017 - 03.2025
CA Articleship
| Ravi Jain & Associates
CFA Level I -
CFA Institute
Bachelor of Commerce -
Pt. Ravishankar Shukla University